The information about the requested products and the requested quantity of these products is captured in the sales order, and it must be checked if the order can be .

The Available-to-Promise (ATP) check against stock verifies whether the required quantity of finished goods can be sold to the customer at the requested date.  The check is carried out against actual or projected finished goods inventoryfulfilled on the date wished by the customer.It is also necessary to determine the storage location the goods will be delivered from. This order saved, but not submitted (posted) yet.

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How to Perform ATP

Тут надо прошто проверить, есть ли у нас товары.

Резервировать только если убедились что все в наличии и клиент еще раз подтвердил свой заказ.

Если есть проблемы с доступностью, надо посчитать альтернаивные варианты, спросить у клиента какой альтернативный  вариант ему подходит. Если он согласен, тогда только резервируем.

The Available-to-Promise (ATP) check against stock verifies whether the required quantity of finished goods can be sold to the customer at the requested date. The check is carried out against actual or projected finished goods inventory.

The quantity of the goods requested by the client is entered into the sales order. 

Check current and planning stock in the local warehouse

Go to the Goods tab.

Select all items, click the Supply - Fill in supply button and choose the To supply option. Post the document.

Open workplace Order supply forecast workplace. It will show you the information related to the sales order.

Check current and planning stock of the items in the requested warehouse mentioned in the sales order header.

Notice the fill color rules:

• Green - the stock of the item will be available-to-promise by the required date
• Yellow - the stock of the item will be partially available-to-promise by the required date
• Grey - no stock will be available-to-promise by the required date

ОБНОВИТЬ ИНФОРМАЦИЮ ПОСЛЕ ВЫХОДА ВЕРСИИ 2.5.7.

Check assigned stock in the local warehouse

The stock assigned for specific customer segments, sales channels, regions, VIP clients - must be considered as available stock during the ATP check, depending on the customer classification.

Go to the Items list. Open the item card, click the Reports button and open the Stock balance and availability report, choose the warehouse. The report shows quantity for all items for the selected position: available, planned, reserved stock.

Find the In reserve column figure and drill down to the Goods receipt and shipment report.

Analyze the Line of business items and find a stock for those Lines of business that are applicable to the customer segment.

Make sure that the assigned stock is allowed to be re-reserved for the customer order.

Check reserved stock in the local warehouse

See how to Perform back order processing if the delivery of other orders that contain reserved goods can be postponed.

Go to instruction How to Confirm date and quantities to order, If the ATP check provides satisfactory results.

Go to instruction How to Calculate alternative delivery date, If the ATP check does not provide satisfactory results.

How to Calculate alternative delivery date

Calculate expected stock receipts dates

Go to the Items list. Open the problem item card, click the Reports button and open the Stock balance and availability report, choose the warehouse.

Look at the Expected - Receipt column to see all expected receipts of the item to the warehouse.

Analyze the information and calculate the earliest date of the delivery for the requested quantity.

ОБНОВИТЬ ИНФОРМАЦИЮ ПОСЛЕ ВЫХОДА ВЕРСИИ 2.5.7. (Должен быть инструмент автоматического моделирования самых ранних возможных дат поставки).

Find substitution options

Substitute goods can be offered to clients if the required goods are out of stock and are not expected to be delivered.

Click on Fill in→Select goods to open the product selection form and select from the list an item with similar basic properties and characteristics.

Calculate stock transfer dates from other warehouses

Go to the Items list. Open the problem item card, click the Reports button and open the Stock balance and availability report, leave the Warehouse filed empty, and run it.

Look at the Expected - Receipt column to see all expected receipts of the item to all warehouses.

Open Supply methods list and find the lead times for transfer between warehouses.

Calculate the earliest possible goods receipt date taking into account the transfer lead times from chosen warehouses.

Check assigned stock in all warehouses

Когда создаешь заказ поставщику с назначением, его не видно в отчетах о доступности в Ожидаемых поступлениях. А убираешь назначение - появляется.

ОБНОВИТЬ ИНФОРМАЦИЮ ПОСЛЕ ВЫХОДА ВЕРСИИ 2.5.7.

How to Inform customer about alternative date

Send to the customer all viable variant delivery with alternative dates, substitute products, partial shipments.

Use any communication tools: phone, email, mail, self-service portal.

Record the communication in Interaction.

How to Receive response to alternative delivery date

Open and update the Sales order in accordance with customer response:

• Add new ore substitute items
• Change quantity
• Change expected delivery dates

• Maintain obsolete open order items: add a tick in the Cancel as column and indicate the reason for the cancellation.

Repeat "Calculate alternative delivery date" and "Inform customer about alternative date" steps to find other alternative delivery dates.

How to Confirm date and quantities to order

The required positions of requested goods are available and ready to be delivered at the requested date.

Engage available stock

Go to the Order supply forecast workplace. The system provides recommendations for choosing the optimal supply option.

Reserve (exclude from available stock) the requested items and quantity by clicking the hyperlink on the column Actions in front of the item line and choosing:

• Reserve at warehouse option.

The system will automatically reserve the stock of the item available in the warehouse right now and transfer the information into the sales order.

The system will automatically change the delivery dates, split the lines according to the current state of the supply.

• Reserve by date option.

The system will automatically reserve the stock of the item from expected deliveries of placed purchase orders and transfer the information into the sales order.

The system will automatically change the delivery dates, split the lines according to the current state of the supply.

Go to the Stock balance and availability report to check if the stock is reserved.

Engage assigned stock

Go to the Inventory assignment adjustments list and create a new one.

Choose Re-reserving (single) or Re-reserving (multiple) transactions.

Choose the Company.

Select the Assignment (for single re-reserving).

Fill in the items with pegged stock automatically.

Change the quantity for reallocation.

Specify new Assignment. Post the document.

Go to the Stock balance and availability report to check if the stock is reserved.

Confirm the customer

Send confirmation to the customer.

Use any communication tools: phone, email, mail, self-service portal, interfaces with external systems. 

Record the communication in Interaction.

Go to the Sales order and set the On approval status.

Additional information

ОБНОВИТЬ ИНФОРМАЦИЮ ПОСЛЕ ВЫХОДА ВЕРСИИ 2.5.7.

Supply optionsThere are various supply options for goods. Go to the Goods tab and click the command Supply→Fill in supply. Choose the option for reserving (providing) goods and shipping:

• Reserve at warehouse. The system reserves goods from the available inventory which is calculated for the current date. All previously reserved goods for other customer orders are taken into account in the calculation. If a group of warehouses is specified, then information about warehouses from which the goods can be shipped will be filled in. The shipment date will be set to the desired date or today's date if the desired shipment date information is not filled.
• Reserve by date. The system reserves goods from expected deliveries of previously placed purchase orders.  These purchase orders must have the status Confirmed and specific delivery date. The goods are distributed according to the required shipment dates and delivery dates. The shipment date is set equal to the delivery date specified in the purchase order. Those orders are selected for which the delivery date is closest to the desired shipment date. If the desired shipment date is not specified, then orders are selected, the delivery date of which is closest to the current date. Товары распределяются в соответствии с желаемыми датами отгрузки и датами поставки. Дата отгрузки устанавливается равной дате поставки, указанной в заказе поставщику. Подбираются те заказы, у которых дата поставки ближе всего к желаемой дате отгрузки. Если желаемая дата отгрузки не указана, то подбираются заказы, дата поставки у которых ближе всего к текущей датеThe goods are distributed according to the desired shipment dates and delivery dates. The shipment date is set equal to the delivery date specified in the order to the supplier. Those orders are selected for which the delivery date is closest to the desired shipment date. If the desired shipment date is not specified, then orders are selected, the delivery date of which is closest to the current date.
• Do not supply. Goods are not reserved and not planned for supply. This status can be set if the customer must make an advance payment to start the supply process.
• To supply. Goods are out of stock and delivery is not scheduled. The sales order with this option is the reference for generation of orders based on demands. The manager responsible for procurement receives this reference and places a purchase order or a transfer order. When the orders are generated and confirmed, the supply option in the sales orders will automatically changes to Reserve by date. The shipment date in the sales order is the expected delivery date for the purchase or transfer order.
• Provide on pegging basis. Вариант обеспечения доступен, если установлена функциональная опция НСИ и администрирование – Настройка НСИ и разделов – Склад и доставка – Обеспечение потребностей - Обособленное обеспечение заказов. Используется, если необходимо обеспечить потребность под конкретное назначение. Что является назначением при обособленном обеспечении товарами для продаж, определяется настройкой НСИ и администрирование – Настройка НСИ и разделов – Продажи – Оптовые продажи – Обособление товаров:

○ по заказу клиента – позволяет обеспечить потребность в товарах под заказы клиентов. Объектом обособления выступает заказ клиента.

○ направлению деятельности - позволяет обеспечить потребность в товарах под направление деятельности. Объектом обособления выступает направление деятельности.

При установке для строк заказа варианта действия К обеспечению (Обеспечивать обособленно) контролируются условия оплаты по заказу. Если в условиях оплаты по заказу установлен этап оплаты Аванс (до обеспечения), то к текущему моменту суммы по этим этапам должны быть оплачены клиентом.

При проведении заказа формируется распоряжение службе логистики (снабжения) по тем позициям, для которых установлен вариант действия К обеспечению (Обеспечивать обособленно). Служба логистики контролирует возможность обеспечения товаров по заказам.

При заполнении варианта обеспечения (колонка Действия) автоматически разбиваются строки документа в соответствии с наличием товара на складе и возможностью обеспечения. Для каждой строки документа заполняется вариант обеспечения и дата отгрузки. Автоматическое заполнение варианта обеспечения применяется по выделенным строкам. Таким образом, для различных товаров можно применять различные стратегии заполнения варианта обеспечения.

Now the check of the availability can be performed.

Check the availability of these goods immediately in the sales order through the special workplace Order supply forecast. Go to the tab Goods and click Supply→Supply forecast. The workplace displays each position of goods and their availability in the determined warehouse and in all other warehouses of the company:

The reserve in the warehouse is marked in green if the goods can be shipped by the required date or a purchase order is placed for goods that are out of stock.

The reserve in the warehouse is marked in gray if some of the goods are out of stock in the warehouse.

The reserve in the warehouse is marked in yellow if the goods can be shipped partially.

Check the availability of goods with the special report Stock balance and availability. Go to Warehouse and delivery→Warehouse reports→Stock balance and availability. The report shows quantity for all positions of goods or for the selected position: goods are in stock and being shipped, available and reserved goods, goods that are expected to be received or shipped.

If the ATP check provides expected results go to instruction How to Confirm date and quantities to order.

If the ATP check does not provide expected results go to instruction How to Calculate alternative delivery date

How to Confirm date and quantities to order

The required positions of requested goods are available and ready to be delivered at the requested date. Reserve (exclude from available stock) the requested product quantity through the Order supply forecast workplace or click the line on the column Actions and choose Reserve at warehouse.  

The reserved quantity of goods is not available for other orders and information about this reservation is displayed in the report Stock balance and availability.

Send confirmation to the customer by any channels: by phone, by email, by mail, via a self-service portal, through interfaces with external systems. 

How to Calculate alternative delivery date

The Order fulfillment state workplace gives recommendations for choosing the optimal supply option. Then the recommendations are fulfilled, the result is transferred to the edited order. The supply options, shipping dates change, and the lines can be split automatically according to the current state of the supply.

Goods in stock can be reserved in the warehouse (excluded from available stock). Click on Reserve at warehouse. These goods can be shipped today and the shipment date is set to the current date.

If the client wants to receive goods in stock today, then a partial shipment of these goods can be offered. The rest of the goods can be shipped when they will be available at the warehouse.

Goods out of stock can be placed in the sales order if they are expected to be delivered from a supplier. Click on Provide on pegging basis. Goods are reserved by the expected delivery date that is specified in the related purchase order. This date is set as the shipment date in the sales order.

Goods out of stock that are not expected to be delivered are planned to be supplied. Click on To supply. The shipment date of these goods is equal to the shipment date that is required by the customer.

Substitute goods can be offered to clients if the required goods are out of stock and are not expected to be delivered. Click on Fill in→Select goods to open the product selection form and select from the list an item with similar basic properties and characteristics.

If the delivery of other orders that contain reserved goods can be postponed, see Backorder processing.

Set the order status On approval if goods are selected and estimated delivery dates are calculated.

How to Inform customer about alternative date

The sales manager sends the customer proposals of alternative dates, substitute products or partial shipments by any channels: e.g. by phone, by email, by mail, via a self-service portal.

How to Receive response to alternative delivery date

The sales manager receives the customer response to proposals:

If a new shipment date meets the requirements of the client, go to the order, change the delivery date and send another confirmation.

If a new shipment date does not meet the requirements, offer partial shipments.

If the customer accepts the division into 2 or more deliveries - reflect it in the order.

If the customer does not accept the partial shipments, offer substitute products.

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• It is used if it is necessary to provide a need for a specific purpose. What is the purpose of pegged supply of goods for sales:

○ by customer order - allows you to meet the demand for goods under customer orders. The pegging object is the sales order.

○ line of business - allows you to meet the need for goods for the line of business. The pegging object is the line of business